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Financial Planning
July 1, 2013
Martha White |
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.   |
Financial Advisor
June 2004
Jeff Schlegel |
Special Needs Planning Requires Pioneering Spirit There isn't a lot of information out there to help financial professionals deal with the special needs of clients with disabled family members. |
Financial Advisor
March 2011
Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
Financial Planning
September 1, 2005
M. Michael Babikian |
A Delicate Balance For disabled clients, a special needs trust can maximize private sources of funding without jeopardizing public ones. |
Financial Advisor
June 2012
Jeff Schlegel |
The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors. |
Financial Advisor
August 2010
Lori K. Murphy |
Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members. |
Financial Planning
November 1, 2010
Jim Grote |
Special Cases Minoti Rajput, CFP, president and principal advisor of Secure Planning Strategies in Southfield, Mich., maintains a general financial planning practice and a specialized practice for families of children with disabilities. |
Financial Advisor
May 2005
Dorothy Hinchcliff |
A Special Dedication Provider Group is committed to helping parents with disabled children financially provide for their offspring. |
Financial Planning
December 1, 2007
Barbara H. Cane |
Heirs With Special Needs Here's how you can help your financial advisory clients prepare for the future of disabled loved ones. |
Financial Planning
February 1, 2012
Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |
Financial Advisor
December 2005
Jeff Schlegel |
A Special Vision Former financial advisor Mary Anne Ehlert formed an advocacy organization for the special needs community that, among other things, trains financial advisors to become advocates for and provide assistance to people in that community. |
Financial Planning
September 1, 2011
Ed Slott |
Taking Special Care With Inherited IRAs Advisors can help families with special-needs beneficiaries preserve assets, and reduce unnecessary costs and losses. |
Financial Advisor
April 2005
Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. |
Financial Advisor
December 2004
Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. |
Investment Advisor
November 17, 2010
Marlene Y. Satter |
Special Needs, Special Designation If your clients have special needs children, you might want to consider this in the future |
Financial Planning
July 1, 2009
Martin Shenkman |
A Special Plan If your clients have special-needs children, it's time to revisit their planning assumptions. Will there be enough assets to provide for the special beneficiary? |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
Financial Advisor
May 2012
Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
Financial Planning
December 1, 2010
Scott Schutte |
Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families. |
Registered Rep.
September 9, 2015
David H. Lenok |
The Dangerous Allure of Incentive Trusts The allure of an incentive trust is understandable. Clients are excited about these trusts because they help assuage fears about their children not handling their inheritances responsibly. |
Financial Planning
January 1, 2006
Sheryl Garrett |
A Plan for One The unique financial needs and vulnerabilities of unmarried clients demand special sensitivity -- and an early start on later-life financial planning. |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
Financial Advisor
November 2006
Karen DeMasters |
Special Needs, Special Advisor This former small-town mayor and now independent financial planner and president of a successful fee-based money management firm takes time out for folks with special needs. |
The Motley Fool
June 13, 2006
Dan Caplinger |
A Trust for All Seasons: Special Needs Trusts These trusts can help provide for disabled dependents or relatives. |
Financial Advisor
November 2005
Karen DeMasters |
When Grandparents Raise Grandchildren Some financial advisors have developed an expertise in helping families work through the financial issues involved when grandparents are raising grandchildren. |
Financial Advisor
June 2004
Dan Sullivan |
An Industry Transformer Mary Anne Ehlert has found a unique and rewarding way to set her business apart. The Ehlert Financial Group has developed "The Process for Protected Tomorrows" which offers financial solutions for people who have relatives with disabilities. |
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy |
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. |
Financial Planning
August 1, 2005
Mitchell Rose |
Estates Gone Awry Financial advisers can play a key role in avoiding common trust mistakes. Whether you are in on the original estate plan or your client already has one, you can help avoid future fiascos by revisiting it regularly. |
BusinessWeek
July 2, 2009
Lauren Young |
Caught Between the Elder Care and Education Money Pits Something's got to give when you're caring for aging parents while paying for your kids' pricey education - and it's often your retirement plans. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
Registered Rep.
April 22, 2015
Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
BusinessWeek
December 3, 2009
Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
Financial Advisor
October 2011
Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
Registered Rep.
October 1, 2002
Kevin McKinley |
Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will. |
BusinessWeek
June 18, 2007 |
Estates: Keeping It All In The Family Estate planner Armond Budish explains how to use trusts to safeguard your legacy. |
Financial Advisor
October 2005
David J. Drucker |
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
The Motley Fool
January 13, 2011
June Walbert |
Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Job Journal
October 19, 2008
Marty Nemko |
Quick Fix: Check Your Emotional Baggage What to do when a person or situation makes you feel uncomfortable at work. |
Financial Planning
August 1, 2007
Barbara H. Cane |
The SWOK Legacy Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind. Careful estate planning is a crucial consideration for these clients. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
Financial Advisor
October 2010
Ben Mattlin |
How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial. |
Commercial Investment Real Estate
Sep/Oct 2015
Mary Stark-Hood |
Succession Planning According to a 2014 Financial Planning Association Survey, the greatest financial challenge facing small business owners is developing a retirement plan and exit strategy. |
Financial Advisor
August 2008
Eric Rasmussen |
A House Divided Sometimes, it's not fair to be equitable, especially when leaving an estate to your kids. |
Investment Advisor
August 2008
Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities. |
